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News Digest /
Alex Vellor
Author: Alex Vellor
05:11am, Monday, Oct 13, 2025
European stocks rebound after Trump signals a softer approach to China, while AstraZeneca and PSI Software lead corporate gains.
04:48am, Monday, Oct 13, 2025
Big banks start earnings season strong, driven by trading gains, higher lending margins, and rising deal activity despite lingering risks.
07:05am, Monday, Sep 29, 2025
Wedbush warns the rally is fragile: narrow leadership from mega-cap tech (AAPL, NVDA, MSFT) and rising leverage/thin liquidity could spark sharp, volatile corrections despite calm headline indexes.
07:03am, Monday, Sep 01, 2025
Holiday-short week: August jobs report and Fed speakers set the tone as Broadcom and Salesforce lead AI-focused earnings. Fewer sessions mean payrolls, rate cues and AI beats could trigger sharp market moves.
06:57am, Thursday, Aug 28, 2025
Ulta Beauty (ULTA) reports Q2 Thu. Street: $2.68B revenue, $5.11 adj. EPS. Last qtr sales $2.85B. Key watch: comps, membership, makeup vs. skincare mix, salon recovery, margins, guidance. Consensus PT $545 vs stock ~$525
05:16am, Wednesday, Aug 27, 2025
Nvidia (NVDA) Q2 earnings Aug 27: revenue est. $46.45B, adj. EPS $1.01. Wall Street largely bullish, but China export curbs could shave up to $8B. Strong print or cautious guidance may trigger volatility in AI chip stocks.
05:08am, Thursday, Aug 21, 2025
U.S. futures drift as Jackson Hole begins - Powell's Friday speech could sway markets amid ~80% odds of a Sept. rate cut. Walmart earnings, Meta hiring pause and firmer oil weigh on stocks and sentiment.
09:10am, Monday, Aug 18, 2025
Bitcoin tumbles from a $124,496 ATH to ~$115,256 after $552.6M in forced liquidations; Ether falls to ~$4,283. Hot wholesale inflation fuels Fed‑cut doubts. BTC ETFs +$547M weekly; ETH funds +$2.9B. Jackson Hole ahead.
08:57am, Monday, Aug 18, 2025
Palo Alto Networks (PANW) reports fiscal Q4 after close Aug 18. Street sees $0.89 EPS and ~$2.5B revenue. Investors watch $25B CyberArk deal, guidance and renewals; options imply ~8% move. Avg price target ~$216 (Strong Buy).
08:25am, Monday, Aug 18, 2025
Research: AI could add ~$920B/yr to S&P 500 profits and boost market value $13-$16T (24-29%). ~$3T capex to 2028. Sector winners: retail, real estate, transport, health; infrastructure plays (NVDA, MSFT, AMZN). Timing, valuation & regulatory risks.
08:09am, Monday, Aug 18, 2025
Busy week: Fed Chair Powell at Jackson Hole, July FOMC minutes, retail earnings (WMT, HD, TGT), housing data and jobless claims will shape rate-cut odds and test whether the recent market rally has legs.
06:00am, Sunday, Jul 20, 2025
Verizon (VZ) readies Q2 2025 earnings with $33.6B revenue estimate. Despite steady 5G and private network wins, foreign currency and high costs pressure margins. Shares lag telecom peers, trading at a forward P/E of 8.6 amid cautious outlook.
03:52am, Tuesday, Jul 01, 2025
Constellation Brands (NYSE: STZ) is set to reveal its Q1 FY2026 results on July 1, 2025, with expected declines in revenue and earnings. Analysts forecast earnings of $3.34 per share, down 6.4% year-over-year. Traders should consider potential challenges amidst inflation and evolving consumer tre...
03:26am, Thursday, Jun 26, 2025
Nike (NYSE: NKE) is set to report disappointing earnings, with a forecasted 15% revenue drop to $10.73 billion and EPS expected to fall to $0.13. Analysts are divided on the stock's outlook. Investors should closely watch management's insights post-report for recovery potential.
